Professional Services

Today’s Bissett Bullet: “Show respect for the time that a prospective client has set aside to meet with you by arriving on time for your meeting. Not doing so speaks...

Is your firm holiday party around the corner? Follow these important tips to keep your face off the feeds. The annual firm holiday festivities are a great way to celebrate...

Vitalii Maliuk: The Immigrant’s Advocate Shaping the Future of U.S. Immigration Law By Susan Cushing Vitalii Maliuk stands as one of the most respected immigration attorneys in both California and...

Data-driven storytelling is at the heart of winning customer love. But like Cupid’s arrow, it can either be a hit or an expensive miss. To help you craft the perfect...

If you're sipping an oat milk latte as you read this, you're in luck. Keep reading to learn the secret sauce (er–milk?) to Oatly's killer guerilla marketing strategy. Find out...

Modern Wealth Management, a private equity-backed RIA launched by former United Capital executives, is acquiring three new firms totaling over $500 million in assets under management.  The new additions bring...

Revolutionize your organizations tax operations with cutting-edge technology and industry insights. ← Blog home Today, organizations are under increasing pressure to navigate the complexities of global tax regulations, ensure compliance,...

If you sold a life insurance policy this year, you may receive Form 1099-SB. This tax form informs you and the Internal Revenue Service (IRS) about the sale or transfer...

And how the accounting profession has been right alongside. By Rory HenryThe Holistic Guide to Wealth Management The accounting profession is evolving rapidly. New business models are emerging, and firms...

Here are five digital marketing trends for lawyers that could reshape your strategy this year. If you are managing a law firm, you know you need to stay on top...